The Customer Signing Experience

When you send an agreement, your customer receives a link (via email, SMS, or both) that takes them to a branded signing page. Here's what the experience looks like from their side.

Step 1 — Consent

The customer sees your business name and logo (if uploaded) and a consent notice explaining that they're about to review and sign a document electronically. They click to proceed.

Step 2 — Review the Agreement

The full agreement PDF is displayed for the customer to read. If the agreement contains multiple PDFs (a signing packet), they can navigate through each document.

Step 3 — Sign

The customer fills in the required fields you placed on the document:

• Full Name — typed into a text field
• Signature — drawn or typed
• Property Address — entered or confirmed
• Date — auto-populated with the current date

Once all required fields are completed, the customer submits their signature.

After Signing

• The agreement status changes to Completed in your workspace
• A signed copy of the PDF is stored in Field Onboard
• You and your team receive a notification (if configured)
• The customer sees a confirmation page

Branding

The signing page displays your business name and logo, giving customers a professional, branded experience. You can configure your branding in Settings → Business Profile.